Whether you want to take an active lead or free-up your time by delegating day-to-day investment decisions, we are committed to your financial success.
Our advisory services can meet your wealth management requirements in a number of different ways. Your client advisor will build a detailed understanding of your requirements and expectations, and work closely with you to deliver a tailored solution.
Services we provide
A UBS Investment Management Mandate bundles a wide range of our investment capabilities into one tailored offering. Your client advisor will assist you to define your investment risk profile, which enables our investment specialists and portfolio managers to manage your assets in the most appropriate way to achieve your goals.
Our advisory services offer you suggestions on multi-asset solutions including equities, fixed income, currencies and alternative assets in a broad range of solutions. These include direct investments, structured products, and funds from internal and third-party providers.
When you want to take all the investment decisions yourself, we will support you with proactive market analysis and dedicated investment advice customized to your needs, supplemented by our methodical monitoring of portfolio risks and identification of opportunities.
We provide a multi-boutique approach covering UBS and third-party investment funds: Investment Funds, Exchange Traded Funds, Hedge Funds, Real Estate Funds and Private Equity Funds.
UBS Capital Markets
Take advantage of our single asset class expertise in equities, fixed income and foreign exchange, combined with in-depth market knowledge that supports active, opportunistic trading.
UBS Structured Products
We offer structured products across many different categories, ranging from more conservative capital preservation products to more speculative leveraged ones. As these categories differ in terms of risk-return characteristics, we can identify those products most suitable for your particular investment profile.
This offering gives you access to market specialists across a wide range of asset classes. You can instruct our experts to execute your decisions on the markets, and leverage off global platform capabilities. Whatever you require, we are here to meet your needs and deliver expert service.
Can I retire early? When will I be able to buy my dream home? How can I secure my children's inheritance? Your Wealth Planning specialist will assist you to create a blueprint for your own and your family's financial future - helping you to deal with changing circumstances and achieve financial security, independence, and the long-term preservation of your assets. Our comprehensive advisory services and solutions are tailored to your individual needs, and offer you all the benefits of access to our global network and broad expertise across countries and locations.
The value of an investment and the income derived from it can fall as well as rise and you may not get back the original amount invested. We recommend that you take independent financial and/or legal advice as to the implications of investing, including tax matters. UBS does not provide tax advice. Full Terms and Conditions are available to you upon request. In Jersey UBS AG, Jersey Branch is authorized and regulated by the Jersey Financial Services Commission.